The AFC Championship game offered more than a few heart-stopping moments, particularly if you are, like I am, a Patriots fan. But no image more perfectly defined the passion that has driven the team this year than the moment after BenJarvus Green-Ellis scored in the second quarter and proudly pointed to the MHK patch on his uniform.

The jersey insignia is fixed over the heart of every Patriots player. It is a reminder that the team has dedicated this special season to the late Myra H. Kraft. The beloved wife of team owner Robert Kraft, Myra passed away in July after a courageous battle with cancer.

Myra was a devoted wife and mother, a well-known, deeply respected philanthropist, and an active volunteer. She also was a constant, loving, and encouraging presence to the Patriots players. As the season unfolded, it has been exciting to see the team overcome multiple obstacles, playing with determination, dedication, and passion.

Motivated in part by their affection and respect for Myra, the Patriots discovered their capacity as a team to do more than sports fans or analysts ever expected. They believed they could accomplish the goal every NFL team sets out to achieve – playing in the Super Bowl – and they did it.

Passion is an amazing motivator. When you believe that your life, your work, and your choices are focused on a higher purpose, you live and act with greater confidence. Results, beyond what we could have imagined, become real possibilities. It will be thrilling to watch the Patriots unleash their passion on Sunday. I’m not predicting a result; most sports commentators thought the Ravens were the superior team in the championship game. But more than one observer – stunned by the Ravens’ missed field goal – was tempted to agree with Bob Kraft that the Patriots had a special angel working on their behalf.

Through her untimely death, Myra’s personal legacy has become so evident this season. It has become second nature for the players to touch the MHK patch on the field and on the sidelines and honor her memory. Every time they do so, they are kindling their passion and renewing their purpose as a team.

Each member of the organization has lived with a greater purpose this season, and it’s been a privilege to see the impact of that individual and team dedication. Earning their way to Super Bowl XLVI is one result of the Patriots’ teamwork and passion. Another is the inspiring example they have given to all of us on Myra’s behalf: the power of a legacy to motivate and matter.

Let’s all take personal account of the impact of Myra’s legacy and challenge ourselves to live out a legacy that will motivate, inspire and provide passion and possibility to those people, causes and organizations who follow after us.

Peace,
Ron Ware

Today’s economic uncertainty and global unease would be familiar to Roosevelt. His hope for freedom from fear touches a deep place in each of us. If we are uncertain about our future (financial or otherwise) or confused about what we should be doing now to achieve the best possible outcome for ourselves and our families, we may be filled with some degree of anxiety or fear. Or even if we do have a strategy for our future, we may have become apprehensive and may be looking for assurance that those future plans are sound.

In both instances, freedom – which engenders confidence about the future – comes from the willingness to confront the fear and apprehension through a candid and thoughtful analysis of the facts. Often, the reality of one’s financial circumstances and future opportunity are not nearly as dire as imagined. In fact, in many cases, the fear is entirely false and is blocking important decisions that could create a more enriching life and a more fulfilling legacy.

After years of working with individuals and families to create life and legacy plans that reflect their deepest values, we have observed how life-changing it can be when people experience freedom from fear. Their response is as if they had been imprisoned by their doubts and fears and have suddenly received a “get out of jail FREE” card.

New ideas and opportunities emerge. Old habits and thought patterns fall away. The confidence people have about their financial future carries over to many other areas of their lives. As they think deeply about their legacy and impact and discover greater capacity to support the people, causes and organizations they care about, they are empowered to do more that matters in their lives today.

Seeking and finding this freedom from fear is not always easy. It requires intention and commitment. When the jail door springs open, you still have to walk through. But the process can be transformational.

With such possibility available and beckoning, what first steps are you prepared to take in this new year?

Peace,

Ron Ware
 

At Wealth Impact Partners, we believe that the most productive relationships and plans allow for honest reflection and meaningful conversation. The opening banner of our website affirms this idea: The journey begins with conversation, reflection and understanding, bringing new possibility and purpose into view for your life and legacy.

That’s why Seth Godin’s recent observation that he is “often stunned by the lack of questions that adults are prepared to ask” struck a nerve with me.

Questions are indeed at the heart of true reflection and conversation. How else can we expect to understand ourselves or each other, if we do not go beyond surface thoughts or impressions to explore the deeper issues and concerns that motivate us?

Perhaps we’re reluctant to ask questions because we doubt or fear the answers. As a result, we can be robbed of the depth and richness that emerges from the kind of authentic reflection and conversation that enhances our relationships, our plans, and our lives.

What are the questions that will take us deeper? Here are just a few that we ask to help people better identify specifically what matters most to them: Who are the people most important to you? What values do you attempt to live by? Which values do you hope to instill into your children and grandchildren? What are you passionate about? What brings you joy? What makes you angry? What makes you sad? What do you hope to accomplish in life? How would you like to be remembered?

When people take the time necessary to reflect on questions like these – not just once, but over time – and when they begin building a plan around their various answers, they’re empowered to be more proactive and make decisions that more accurately reflect who they are and what they want to do.

Achieving such clarity about life and purpose is a compelling outcome, yet many people still hold back – restrained by that fear of questions. Let Seth’s words provoke you: “Is the weather the only thing you can think to ask about? A great question is one you can ask yourself, one that disturbs your status quo and scares you a little bit.”

If you’ve been hesitant to make decisions about your life plans, resolve to make this the year you use questions to go deeper in reflection and conversation. Resolve to affirm what matters most to you and then to do more about it.

Peace,

Ron Ware

But “leading by example” can also very obviously impact our families and communities, particularly the next generation in our lives. This is particularly true when it comes to demonstrating the values of leadership and responsibility through generosity and concern for others. The next generation seems open and interested in being helpful and empathetic, and has been willing to quickly adopt role models who inspire them.

As caring and engaged adults who are willing to step up and lead, perhaps more of our focus should be on looking for teachable moments that help point those we influence towards positive role models. As we know all too well, there are plenty of negative cultural forces and role models at work in the world around us.

Interestingly, the traditional idea of philanthropy is being expanded to include giving, serving, and acting for the common good through volunteer work and social action. For many of us, with rich life experiences, marketplace skills, substantial capabilities, and relationships, this idea resonates.

Within this broader definition of philanthropy, there are countless examples of young people who have been inspired by others’ examples, touched by a need they’ve observed, and then taken action boldly to create solutions. One undeniable reality is that when we can couple our maturity, wisdom and experience with the next generation’s energy and creativity - watch out – because the possibilities become somewhat boundless!

There are kids like Zach Bonner, who collected bottled water for Hurricane Charlie victims in 2005 and then, at age 12, walked from Florida to Los Angeles to raise money in support of agencies serving homeless children and youth. Or young teens Brittany and Robbie Bergquist, who were moved to help a U.S. soldier in Iraq pay his $8000 cell phone bill and launched a national effort to recycle used cell phones and use the proceeds to buy millions of prepaid phone cards for troops stationed overseas.

Many of today’s young and successful entrepreneurs – like Blake Mycoskie – have pioneered unique business models where meeting consumer demands while addressing the needs of poor children across the globe are compatible and complementary goals. Others, like Facebook creator Mark Zuckerberg – have chosen with intention to live modestly and use their wealth to benefit charitable causes and non-profit organizations.

As important as it is to be these positive role models to the ‘next generation’ in our lives, it is equally important that we demonstrate these philanthropic values in practical ways. Each time we are watched voluntarily offering our time, talent, and treasure to causes and organizations that matter to us, those around us get a chance to see a real life example they can appreciate and emulate. This can be an even more powerful and positive experience, when our children and family members are able to participate with us.

There is, within certain circles of philanthropy, a desire to gain status and power through giving. This seems such a shallow, self-serving, and sad perspective. The bigger, much more important motive is ‘paying it forward,’ not with gaining status as the goal, but with a vision for accepting personal responsibility and leading by example. This model helps slowly transform our society’s inherent tendency towards me and more into generosity and concern for others.

During this season, when we are so hopeful and desirous to bring joy to others, helping those around us to begin to discover their own philanthropic spirit is one of the most lasting and truly valuable gifts we can offer them.

Peace,

Ron Ware
 

• Identify the 10 greatest gift challenges facing charitable organizations
• Discover the conversation that catalyzes top donors
• Learn how to sponsor four distinct events that prompt donor action
• Understand the critical link between board and development efforts
• Leverage specialized financial professionals to earn donor trust
• Transform your culture and empower donors

If you want to be contacted about the next Gift Development Bootcamp, please contact:

Harold Pinkham
Charity Development Professional
Harold@wealthimpactpartners.com

 {register:Donor Activation Program:harold@wealthimpactpartners.com}

It’s always inspiring to meet or learn about people who share our philosophy of “you can do more that matters.” Wealth Impact Partners has been blessed with so many clients and colleagues who are committed to releasing their time, talent, and treasure in support of causes and organizations that are doing important work and improving the condition of our community and our world. 

So I was interested to recently discover that the famous 16^th century Swiss theologian, John Calvin, long ago recognized how an unhealthy fear and an overly worrisome focus on the resources we’ll need for our future, can constrain us and keep us from our true potential for making an impact. In one of his many commentaries Calvin wrote: 

What makes us more close-handed than we ought to be is when we look too carefully, and too far forward, in contemplating the dangers that may occur—when we are excessively cautious and careful—when we calculate too narrowly what we will require during our whole life, or, in fine, how much we lose when the smallest portion is taken away. The man that depends upon the blessing of the Lord has his mind set free from these trammels and has, at the same time, his hands opened for beneficence. 

Regardless of our particular religious beliefs or faith traditions, Calvin so artfully puts forth in this text (through the somewhat archaic syntax and language) the inspiring idea that when we are able to find real clarity and confidence about our future, we become freed up to be less “close-handed” and instead, are empowered and emboldened - to open our hands with greater responsibility, leadership and generosity – for the benefit of others.  

In these difficult economic times, charitable and non-profit human service organizations are being pressed as never before. Deep cuts in state and local funding sources have reduced their budgets, thus limiting the services they can provide to the unemployed, the hungry, and the homeless, whose numbers are rising every day.  It has never been more critical for these agencies to find new means for sustaining their good work.  

This is where each of us can make a significant difference and help organizations succeed and thrive. Our passion is to help individuals and families realize their true capacity to “do more” today and in the future, so they can better support and engage with the causes and organizations they care about most.  

The holiday season is a time of year when generosity seems to come more naturally to people. And when we see the impact that generosity has on others, especially children, we often think, “Why can’t it be like this all through the year?” 

Perhaps it can be, if only we take the time to think differently, plan better, and pursue this financial freedom and greater generosity for ourselves and our families. That’s how real life and legacy begin.

Quite simply, the freedom to begin imagining how you can do more that matters to you personally, begins with getting to a place of both clarity and confidence that your own financial future and that of your heirs is secure. The end result is becoming ‘freed up’ to acknowledge and act upon the fact that you have abundance in your resources, or ‘excess’ wealth if you will, that can be used to make a difference for the various causes and organizations you personally care about.  

Providing for yourself and your family in the financial and personal dimensions of legacy, and creating a social legacy in your community and perhaps beyond are not mutually exclusive goals. With thoughtful, strategic, and creative planning, people are discovering their ability to successfully shape all three dimensions of their legacy. 

Wealth Impact Partners’ focus on the social dimension of legacy sets us apart from many planning professionals. We are passionate about helping people discover how they can release their resources to support the non-profit and charitable work that is positively impacting our community, our nation and our world. 

We have been privileged to see individuals and families discover a very real sense of excitement and energy as they become more deeply involved with and supportive of the causes and organizations that are important to them. Often, when people choose to financially support a specific non-profit or charitable organization, they also find themselves motivated to become more personally involved. They become ‘owners’ if you will, of the mission and long-term success of the organization. This is a win-win situation for both the organization and the individuals involved.  

Taking steps to secure the three dimensions of your legacy will be among the most important and satisfying actions you can take. If you knew you could do more that matters, wouldn’t you?

Peace,

Ron Ware

We ask people to begin defining their personal legacy with an examination of their life story. What people and events have shaped your life? What values have you lived by? Which values do you want to promote through your life and legacy? How do you want to attach your heirs’ inheritance to your values? What causes do you care about most deeply? How do you want people to remember you?

Articulating the answers to these questions often requires deep reflection. As we have guided individuals through this process, we have seen this become a rich and satisfying experience. As you tell your story and identify the values that bring meaning and purpose to your life, you’re likely to become excited about the possibilities that emerge. The creation of a personal mission statement adds texture and life to your legacy and often leads one to realize their own “more that matters.” 

When you recognize the personal dimension of legacy, it impacts far more than your estate plans. It often changes how you live your life from that time forward. People become more personally involved in the causes and organizations that reflect their values. They affirm the purpose of their lives and better understand how to attach their wealth to that purpose.  

The financial and personal dimensions of legacy complement each other. But a true and complete legacy includes a social dimension as well. I’ll talk about this third dimension of legacy in my next post.

Peace,

Ron

However, when people come to understand the personal and social dimensions of legacy, it can often generate excitement and enthusiasm about the planning process. They become eager to engage more intelligently in the financial dimension, once they appreciate how it will serve as the foundation upon which they can create a more impactful life and a more meaningful legacy that will personally reflect their life’s influence, interests, and values.

To help people explore this broader and deeper view of legacy, we encourage them to think about their “dreams and fingerprints” and ask them to complete this statement: “When I have more money, I’d like to …” The answers that begin to emerge are the leading indicators of the person’s dreams.

We also ask people to think about how they want to be remembered: what do you want your fingerprints on? Responding to this prompt leads to further reflection and, often, unexpected insights about what really matters to them personally.

Determining how to leverage financial resources to enable both dreams and fingerprints begins to transform traditional financial planning from a risk management exercise to a more intentional and proactive way of creating a better life and legacy.

In my next post, we’ll explore the personal dimension of legacy.

Peace,

Ron

There is no doubt that “money makes the world go ‘round.” Our society and systems all require capital to function. This reality prompts many to think planning is “all about the money.”  Advice typically centers on how to maximize wealth, increase inheritance, and minimize taxes. These kinds of goals are, of course, reasonable. But when the financial dimension of legacy is the sole focus, the planning process quickly becomes more about means, rather than a more inspiring end.

 When people think purely in the financial dimension, the driving emotion is fear. This is particularly true in an uncertain economy. Fear can sometimes motivate action, but more often it causes paralysis. Fear can lead people to hoard their seemingly scarce resources or to repeatedly postpone the decisive actions that are critical to their success.

In our experience, when individuals and families recognize that there are three dimensions to legacy, they are empowered to do more that matters to them. They often find that with the right plans in place, they actually have the excess financial capacity to make it happen. By beginning with a greater end in mind, you can create a legacy that is true to your most cherished values.  

In my next post, I’ll begin to describe a method of planning that enables you to do all of the good you want to do.

Peace,

Ron Ware

The current economic climate has compelled unprecedented reductions in local, state, and federal programs and funding designed to serve the most vulnerable members of our society. This is forcing the non-profit and charitable agencies that serve these populations to shoulder an even greater burden. The work of providers in every sector – health, education, research, social services, faith congregations, and more – is being impacted. 

In the coming months, you will be hearing many proposed solutions to the nation’s debt and budget crisis. One idea that is surfacing is a proposal to restrict or eliminate the income tax deduction for charitable donations. This would be a mistake with swift and negative impact for non-profit and charitable organizations who depend upon philanthropic donations, large and small, to fulfill their mission. 

According to information compiled by the National Center for Charitable Statistics (NCCS), the nation’s nearly 1.6 million non-profit and charitable organizations depend on the more than $290 billion donated by individuals, foundations, and corporations to provide 22% of the revenue they need to operate and serve their constituencies. This is not the time – when non-profits and charities need increased and sustained private support – to remove a powerful incentive for people of all income levels to give generously. 

In 2009, these non-profit and charitable organizations also paid 9% of all salaries and wages in the United States and their share of our nation’s Gross Domestic Product was 5.4%. In many states, non-profits are the largest employers. Including a provision in a “jobs” bill that is certain to eliminate jobs in the non-profit sector is both counterintuitive and destructive. Non-profits would be forced to choose between cutting jobs or services – an impossible decision to make at a time when both are critically needed. 

It is a misguided symbolic gesture to eliminate or further restrict the longstanding charitable deduction by characterizing it as a “tax break for the rich.”  This unfairly impacts taxpayers who generously and intentionally give to organizations and causes that reflect their deepest values. 

But the elimination of the charitable deduction goes far beyond the perceived self-interest of some taxpayers. It speaks to a more fundamental American value – the idea that it is in the government’s interest to help non-profit and charitable organizations do the work it cannot do. These organizations form vast safety nets that strengthen our communities and preserve our nation’s highest ideals about the dignity and worth of every human being. 

Our nation is best served when its leaders and policies promote voluntary philanthropy – rather than taxes – thus strengthening the foundational American values of individual responsibility, grass-roots involvement, and collaborative partnerships that build community and advance justice. There also is an emerging movement of social entrepreneurism that must be cultivated and celebrated – not only for its altruistic outcomes, but for the new investment and employment opportunities it offers. 

The mission of our company is to activate personal wealth for social impact.  We work with individuals, families, and small business owners to help them realize a secure life for themselves, plan a thoughtful family legacy, and create lasting significance through philanthropic giving. In our experience, people are not driven to generosity by the promise of tax savings. But knowing that they can have a greater impact with their philanthropic giving because of the tax benefits often motivates them to do more than they thought possible. 

We respectfully urge you to reject any proposed changes to the U.S. Tax Code that would eliminate or further restrict the charitable deduction. By doing so, you will demonstrate your support for the mission and work of thousands of non-profit and charitable organizations that diligently and ably serve the critical needs of people throughout our nation and around the globe. 

Sincerely,

Ron Ware, J.D.

President and CEO

Wealth Impact Partners

Personal legacy advisor Nancy Micheletti will work from this office and serve as the primary contact for Wealth Impact Partners in Rhode Island. She can be reached at 401-519-3849. 

In making the announcement Ron noted, “Opening a Rhode Island office is a strategic growth step for Wealth Impact Partners. We are excited by our association with estate planning attorney Jay Bianco and numerous other collaborative partners in the state. Now more than ever, individuals and families are recognizing their need to plan in ways that can transform risk into opportunity, fear into freedom, and chaos into a greater capacity to create the life and legacy they most desire. We look forward to helping people realize greater financial clarity and confidence through our unique suite of planning and consulting services.”  

Added Ron, “This decision holds special meaning for me. I was born and raised in Rhode Island and am a proud graduate of Bryant (College) University. While the state is facing significant economic challenges, it also is home to many compassionate people with both the means and the desire to make a difference with their lives and resources. It is our privilege to bring the message of Wealth Impact Partners – you can do more that matters – to a beautiful, bountiful state with caring, civic-minded citizens.” 

Wealth Impact Partners helps individuals, families, and business owners unlock the maximum impact of their financial potential. Through a comprehensive and integrated financial advisory and vision planning process, WIP’s personal legacy advisors help clients to realize a secure life for themselves, plan a thoughtful family legacy, and create lasting significance through philanthropic giving.

Our involvement with Cristo Rey Boston is a natural fit for us. I have a longstanding, personal interest in supporting innovative models of alternate education. Our nation’s existing educational system is broken and failing in many places. I’m inspired by a private, faith-based education that offers an innovative work-study approach where the results are indisputable: 100% of Cristo Rey Boston’s graduates have been accepted to four-year colleges for the past two years.

 I’m also passionate about entrepreneurism and believe that exposing high school students to the wide world of work can spark new ideas about what it takes to succeed in the professional marketplace and demonstrate how to have an impact in your community and world.

Most importantly, however, is the win-win-win opportunity that the Corporate Work Study program offers to all its participants. By reaching out to local businesses of all sizes in diverse industries and professional areas, Cristo Rey Boston is forging key collaborative relationships that help sustain the school’s mission and values. They are demonstrating to their business partners and the wider community that “you can make a difference” in tangible ways that go far beyond a traditional donation.

 Participating businesses discover how powerfully their commitment to job training and mentoring can impact students and help create promising futures.  And the Cristo Rey Boston students are engaged in interesting, meaningful work that exposes them to professional environments and expectations.

 The students working at Wealth Impact Partners are outstanding examples of the Cristo Rey model. They are mature, thoughtful, future-focused young men and woman, who come to work well-prepared, unafraid to ask questions, and eager to learn. We all look forward to a successful year ahead.

Peace,

Ron Ware 

Wellesley Hills, MA – Wealth Impact Partners is pleased to announce its participation in Cristo Rey Boston High School’s Corporate Work Study Program. 

Cristo Rey Boston is a member of the Cristo Rey Network, a thriving association of 24 high schools that utilize an innovative work-study program to provide affordable, Catholic education to more than 6,500 students nationwide. Located in Dorchester’s Savin Hill neighborhood, the school exclusively serves families with limited financial resources. 

Wealth Impact Partners joins over 100 companies currently involved with Cristo Rey Boston’s Corporate Work Study Program. Beginning in September 2011, four students will work at the Wealth Impact Partners offices five days per month to help pay for their education and to gain professional experience. The money generated from their placements offsets tuition, making Cristo Rey Boston the most affordable private education in the city. 

 

For this conversation, allow me to define “excess” wealth as those resources an individual or family has (or is projected to have) that are more than what they’re expected to need to provide for themselves and their loved ones, after wisely accounting for various risks they may face.

To start with, the single biggest reason most people have this common misconception is that they haven’t had anyone who has helped them understand, articulate and write down their personal definition of “financial independence;” that is, their needs, wants, and family legacy goals, as well as what this all can be expected to cost over the course of their lifetime. As a result, without a clear and confident sense of how much wealth is needed to pay for what they want, how can they effectively gauge excess, or a shortfall for that matter?

I’m not just talking about material goals and objectives here. Not that there’s anything wrong with those kinds of goals. But to truly plan for and create the life and the legacy of impact that most of us desire, we must find a way to reflect, think, and then ultimately act – with much bigger and better ends in mind. For most of us, this sort of thing doesn’t exactly come easily. As a result, we need help if we’re ever going to get to that place where we can do more of what really matters to us personally. If we’re really honest, we all too often take a “Fire. Ready. Aim.” approach, instead of a “Ready. Aim. Fire.” approach. If only more of us knew how to practically think and act differently in this area.

This is precisely where people can get stuck. It’s also usually where people lack a professional with the requisite expertise to help them get unstuck. In our experience, most people have never “simulated” all of their wealth (not just investable assets!) over time. They usually haven’t had the benefit of conservatively modeled-out scenarios of various potential financial decisions and outcomes through a comprehensive financial and estate planning process. Yet it’s precisely this type of planning process that can empower them to more clearly and confidently ascertain how their resources are likely to grow; the income that could reasonably be produced each year; the tax and other risks that could reduce those asset values and/or income flows; and ultimately, what is likely to be left over at the end of the proverbial rainbow.

Without a clear picture illustrating what’s possible in terms of spending, saving, investing, giving, etc., most people tend to default to what we lightly refer to as the “virtual mattress” plan. That’s somewhat blindly tucking resources away without any real and concrete objectives, wondering and sometimes worrying about how long it will last. This sort of “default” approach to managing and protecting one’s personal wealth offers no meaningful framework for confidently making important decisions that could serve to enhance one’s life and legacy. The result can sometimes be something quite the opposite – a life and a legacy that are only a shell of what could have been!

Why don’t more people demand and engage in this type of planning – particularly when doing so frequently has such a significant potential to increase their family’s sense of peace, freedom and impact?

If you’d like to know my thoughts on this, keep following these posts. Next time, I’ll share why I think most people fall short of their true “life and legacy” potential. 

Peace,
Ron Ware

Not surprisingly, most people in today’s economy do not believe they have “excess” wealth. That bears repeating: most people in today’s economy do not believe they have “excess” wealth. It’s certainly hard to with all of the doom, gloom and challenges many of us are facing, right? Perhaps you feel that way too. But if you do, we encourage you to open yourself today to at least exploring the possibility that you could use some part of your wealth to make a real impact in the lives of others, without jeopardizing your personal financial goals or your family legacy objectives.

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Does this sound too good to be true? If you follow this blog, you’ll learn, as we have, that it can very often be true. As we share the real life stories of individuals and families just like you, perhaps you too will discover a way to do more that matters with what you have!

Our sincere hope is that this website and our planned use of social media channels will exponentially increase the reach of this unique and valuable message, as well as our own social impact as a firm. We invite you to take some time to explore the site and learn more about our guiding principles and favorite resources. In future posts, we’ll explore the “excess” wealth theme and some of the great thinking that has invigorated and inspired our unique approach to wealth planning.

Peace,
Ron

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Nancy Micheletti has been appointed a Personal Legacy Advisor; she will focus on developing and serving clients in the greater Rhode Island marketplace. Nancy also specializes in developing and providing services to select affinity groups including women’s networks, charitable organizations, and other professionals.

Nancy earned both a Bachelor of Science degree and a Master of Business Administration degree from Bryant College in Rhode Island and has extensive experience as a financial analyst in the manufacturing, service, and financial industry sectors.

“We’re delighted to welcome Nancy to the Wealth Impact Partners team,” notes Ron. “The expertise Nancy brings in her discipline and the passion she demonstrates for the unique work we do will be a great asset to our current and future clients.”

Wealth Impact Partners helps individuals, families, and business owners unlock the maximum impact of their financial potential. Through a comprehensive and integrated financial advisory and vision planning process, WIP’s personal legacy advisors help clients to realize a secure life for themselves, plan a thoughtful family legacy, and create lasting significance through philanthropic giving.

Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. Investment advisory services offered through ValMark Advisers, Inc. a SEC registered investment advisor, 130 Springside Dr., Suite 300, Akron, OH 44333-2431, 800-765-5201. Wealth Impact Partners is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.